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CDW
CDW

848 hedge funds and large institutions have $22.1B invested in CDW in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 283 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $28.1M

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

27% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 84

13% more capital invested

Capital invested by funds: $19.6B → $22.1B (+$2.46B)

1.48% more ownership

Funds ownership: 92.56% → 94.03% (+1.5%)

1% more funds holding

Funds holding: 840 → 848 (+8)

19% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 348

Holders
848
Holders Change
+8
Holders Change %
+0.95%
% of All Funds
11.17%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
107
Increased
283
Reduced
348
Closed
84
Calls
$51.3M
Puts
$28.1M
Net Calls
+$23.2M
Net Calls Change
+$29.5M

Top Buyers

Rank Fund Capital Flow
1
Holocene Advisors
Holocene Advisors
New York
+$304M
2
Boston Partners
Boston Partners
Massachusetts
+$262M
3
SCP
Soroban Capital Partners
New York
+$252M
4
JP Morgan Chase
JP Morgan Chase
New York
+$197M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$109M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$255M
2
Barclays
Barclays
United Kingdom
-$134M
3
Ameriprise
Ameriprise
Minnesota
-$122M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$84.2M
5
Morgan Stanley
Morgan Stanley
New York
-$74.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
826
HFM Investment Advisors
New Jersey
$893 +$679 +4 +400%
TIM
827
Tortoise Investment Management
New York
$893 +$849 +5 New
TIM
828
Total Investment Management
Arizona
$893 +$849 +5 New
DF
829
Dunhill Financial
United Kingdom
$885 -$2.21K -13 -76%
ACA
830
American Capital Advisory
Idaho
$715 +$679 +4 New
SC
831
Stephens Consulting
Michigan
$715 +$679 +4 New
BFS
832
Bare Financial Services
Pennsylvania
$714 – – –
BWL
833
Bogart Wealth LLC
Virginia
$714 – – –
SN
834
Sittner & Nelson
Oregon
$714 – – –
SRCM
835
Signature Resources Capital Management
California
$714 +$679 +4 New
NL
836
NVWM LLC
Pennsylvania
$536 – – –
RPA
837
Redwood Park Advisors
California
$536 – – –
AT
838
Arlington Trust
Alabama
$536 +$510 +3 New
SWA
839
SOA Wealth Advisors
New York
$374 – – –
DF
840
DecisionPoint Financial
Arizona
$363 +$340 +2 New
WCM
841
WealthTrak Capital Management
Virginia
$358 -$340 -2 -50%
PWA
842
Principia Wealth Advisory
Texas
$357 -$170 -1 -33%
WA
843
WestEnd Advisors
North Carolina
$357 – – –
CIA
844
Cape Investment Advisory
Georgia
$357 +$340 +2 New
IAS
845
IMA Advisory Services
Colorado
$357 +$340 +2 New
RS
846
Rakuten Securities
Japan
$179 -$1.36K -8 -89%
BA
847
Bellwether Advisors
Nebraska
$179 – – –
CCM
848
Copeland Capital Management
Pennsylvania
$150 – – –
CAM
849
Contour Asset Management
New York
– -$64.5M -402,505 Closed
CVA
850
Ceredex Value Advisors
Florida
– -$38.3M -239,162 Closed
32 33
34
35 36

CDW Hedge Fund Activity: Q2 2025 in Review

848 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2025, worth a combined $22.1B — up 13% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new CDW positions and 84 closed out — a net gain of 23 holders — while 283 added to existing stakes and 348 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $304M. The largest seller was Wellington Management Group, cutting an estimated $255M.

  • 848 institutional investors held CDW (CDW) as of Q2 2025, up from 840 in Q1 2025.
  • Funds reported $22.1B of CDW stock for Q2 2025, up 13% quarter-over-quarter.
  • 107 funds opened new CDW positions in Q2 2025 and 84 closed out, a net change of +23 holders.
  • The largest CDW buyer in Q2 2025 was Holocene Advisors, an estimated $304M added.
  • The largest CDW seller in Q2 2025 was Wellington Management Group, an estimated $255M sold.

Based on aggregated 13F filings for Q2 2025.